See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,063 | $179,726-50.4% | $156,263-43.0% | $142,382-37.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.64% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $11,530 | $5,069+127.4% | $4,333+166.1% | $4,299+168.2% |
| Participant deferral / active EE | $16,144 | $6,956+132.1% | $6,158+162.1% | $6,507+148.1% |
| Admin fee / account holder | $9,426 | $17,272-45.4% | $14,255-33.9% | $12,624-25.3% |